See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,057 | $159,602-78.0% | $150,045-76.6% | $142,382-75.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.61% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $312 | $4,961-93.7% | $4,693-93.4% | $4,299-92.7% |
| Participant deferral / active EE | $8,131 | $8,310-2.2% | $7,997+1.7% | $6,507+24.9% |
| Admin fee / account holder | $171 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |